Fund HoldingsLINCLUDEN MANAGEMENT LTD

Total Portfolio Value
$842.9K
Total Bought
$42.5K
Total Sold
$54.7K
Net Transaction
-$12.2K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
BROOKFIELD RENEWABLE PARTNERS LP
PARTNERSHIP UNIT
3,587684,381+680,7940161.89%+16
COLLIERS INTL GROUP INC.(CIGI)056,582+56,582070.82%+7
BROOKFIELD CORP(BN)1,019,9861,125,209+105,22341475.58%+6
SUNCOR ENERGY INC(SU)679,963679,926-3722252.97%+3
BROOKFIELD RENEWABLE(BEPC)1,62084,274+82,654020.25%+2
MANULIFE FINL CORP COM(MFC)1,611,6401,486,572-125,06836374.40%+2
EQUINIX INC.(EQIX)2,0993,586+1,487230.35%+1
KROGER CO(KR)110,834109,039-1,795560.74%+1
GILDAN ACTIVEWEAR INC(GIL)76,44799,033+22,586340.44%+1
DISNEY WALT CO(DIS)36,10435,737-367340.52%+1
BANK NOVA SCOTIA HALIFAX890,245858,580-31,66543445.27%+1
VERIZON COMMUNICATIONS(VZ)270,948268,672-2,27610111.34%+1
CGI INC(GIB)27,44834,810+7,362340.46%+1
UNITEDHEALTH GROUP INC COM(UNH)4,0726,098+2,026230.36%+1
MORGAN STANLEY(MS)35,96444,412+8,448340.50%+1
DOLLAR GENERAL CORP.(DG)41,68041,159-521660.76%+1
CANADIAN IMPERIAL BANK OF COMMERCE(CM)867,719838,968-28,75142435.04%+1
CISCO SYSTEMS INC.(CSCO)209,725227,228+17,50311111.35%+1
VERMILLION ENERGY INC(VET)247,801299,320+51,519340.44%+1
AMERICAN TOWER CORP(AMT)21,57520,097-1,478550.64%+1
MICROSOFT CORP.(MSFT)18,52218,5220780.91%+1
TC ENERGY CORP.(TRP)1,288,4961,268,942-19,55450516.05%+1
CANADIAN NATIONAL RAILWAY CO(CNI)285,458277,345-8,11336374.33%+1
ORACLE CORP(ORCL)93,10582,995-10,11010101.24%+1
BANK OF AMERICA CORPORATION158,066156,092-1,974560.70%+1
CANADIAN NAT RES LTD(CNQ)59,79358,953-840440.53%+1
TRACTOR SUPPLY CO(TSCO)12,28412,236-48330.38%+1
CITIGROUP INC.(C)47,07046,622-448230.35%+1
ALPHABET INC.(GOOG)50,91650,456-460780.90%+1
WAL MART STORES INC(WMT)20,84561,759+40,914340.44%0
ING GROEP N V(ING)321,378317,882-3,496550.62%0
HOME DEPOT(HD)12,39312,237-156450.56%0
EXTRA SPACE STORAGE INC.(EXR)31,10036,507+5,407550.64%0
CAMDEN PROPERTY TRUST(CPT)41,73145,890+4,159450.54%0
GSK PLC(GSK)65,97565,252-723230.33%0
COSTCO WHOLESALE(COST)5,1915,139-52340.45%0
SAP SE(SAP)9,5459,273-272120.21%0
AMERICOLD REALTY TRUST(COLD)63,96589,191+25,226220.26%0
CENTENE CORP. DEL(CNC)86,02784,876-1,151670.79%0
CORNING INC.(GLW)96,32295,180-1,142330.37%0
TJX COMPANIES INC.(TJX)25,50025,327-173230.30%0
EOG RESOURCES(EOG)35,27434,744-530440.53%0
PEMBINA PIPELINE CORP.(PBA)843,253827,495-15,75829293.46%0
US BANCORP(USB)157,013155,312-1,701770.82%0
SIMON PPTY GROUP NEW(SPG)16,91216,312-600230.30%0
RESTAURANT BRANDS INTL INC.(QSR)278,935275,906-3,02922222.60%0
CENOVUS ENERGY INC.(CVE)19,80019,8000000.05%0
ORANGE(FNCTF)271,074268,004-3,070330.37%0
TOTAL ENERGIES SE(TTE)32,84532,517-328220.27%0
VODAFONE GROUP PLC(VOD)283,911280,064-3,847220.30%0
BROOKFIELD ASSET MGMT-A(BAM)5,7785,7780000.03%0
DIAGEO PLC-SPONS ADR(DEO)51,24051,2400770.89%0
JOHNSON & JOHNSON(JNJ)13,88213,697-185220.26%-0
JPMORGAN & CHASE & CO COM(JPM)28,57323,913-4,660550.57%-0
WELLTOWER INC.(WELL)27,37125,579-1,792220.28%-0
SANOFI SA(SNY)66,19565,760-435330.38%-0
AVALONBAY CMNTYS INC.13,97913,465-514320.30%-0
FIRST SERVICE CORP39,64837,733-1,915660.74%-0
BOSTON PROPORTIES INC.(BXP)28,54127,514-1,027220.21%-0
FEDERAL REALTY INVT TR(FRT)64,38662,908-1,478760.76%-0
UDR INC.(UDR)117,770112,894-4,876540.50%-0
GRANITE REAL ESTATE INVT TR133,590129,492-4,098870.88%-0
ROGERS COMMUNICATIONS INC(RCI)64,03762,616-1,421330.30%-0
PFIZER INC(PFE)357,543355,230-2,31310101.17%-0
GENTEX CORP.(GNTX)128,97899,650-29,328440.43%-1
TERRENO REALTY CORP.(TRNO)41,14028,480-12,660320.22%-1
WALLGREENS BOOTS ALLIANCE INC266,716265,171-1,545760.68%-1
RMR GROUP INC.290,000290,0000870.83%-1
ROYAL BANK OF CANADA(RY)649,472630,173-19,29966647.54%-2
VENTAS INC(VTR)43,5300-43,53020-2
TELUS CORP.(TU)1,651,9621,638,217-13,74529263.11%-3
MAGNA INTL INC(MGA)588,925577,028-11,89735313.73%-3
BCE INC(BCE)1,106,8451,177,108+70,26344404.74%-4
COLLIERS INTL GROUP INC.(CIGI)35,4890-35,48940-4
TORONTO DOMINION BK ONT(TD)1,101,8931,081,768-20,12571657.74%-6
TRICON RESIDENTIAL INC1,000,3960-1,000,39690-9
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